by John Luke Tyner | Apr 25, 2024 | Blog, Bonds
The flexible components of core CPI have been in deflationary territory over the past year (blue line in the chart below). The stickier components of core CPI, however, are still running well above their pre-pandemic average (orange line). Source: Bianco as of...
by Marketing | Apr 20, 2024 | Market Notes, Media Notes
‘The Fed didn’t raise rates high enough to break inflation,’ portfolio manager says
by Aptus PM Team | Mar 22, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: The market is finally in gear with the FOMC’s actual plans Source: Bianco as of...
by Aptus PM Team | Mar 15, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...
by Aptus PM Team | Mar 8, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: Early-year strength in stocks has tended to lead to healthy performance Source: Strategas as...
